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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,166 | $198,457-46.5% | $170,435-37.7% | $147,586-28.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.19% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $8,973 | $6,183+45.1% | $5,432+65.2% | $4,876+84.0% |
| Participant deferral / active EE | $8,299 | $5,629+47.4% | $4,939+68.0% | $5,439+52.6% |
| Admin fee / account holder | $3,021 | $16,852-82.1% | $13,881-78.2% | $10,886-72.2% |